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1. Message from Ron Beettam
   As COVID-19 continues to spread, we want to reassure you that we remain ready and committed to support you and your clients.
   
   We have a robust and well-tested business continuity plan in place and our business is almost 100% digital. Almost 90% of our employees are now working remotely from home and are maintaining the high level of service you have come to expect from us. We still have a fully functioning Document Services Centre that is managing our incoming and outgoing mail. Our sales and customer service teams remain open to support you and your clients. 
   
   Equitable Life’s online application process, EZcomplete®, offers non face-to-face capability and continues to be your go-to resource for managing your business virtually. We are receiving a record number of online applications and are committed to helping you maintain a certain degree of daily activity. EZcomplete® non-face-to-face works for all life, critical illness and segregated fund applications.
   
   Advisors will be pleased to know that we have increased non-medical limits for life insurance. We are also looking at other underwriting changes, digital delivery of life insurance contracts and additional digital payment options.
   
   Our Savings & Retirement advisors will find our new Transaction Authorization Requirements table a valuable resource for submitting forms and documents. Can’t meet with your client in person to get a signature? Not to worry. You can have your  client sign a letter of direction and take a picture to authorize a number of transactions.
   
   Transacting in a non face-to-face environment can be a challenge but we will continue to revisit existing processes and look for ways to modify requirements to help you to continue managing your business. All of us are facing an unprecedented number of urgent situations where there is no established protocol. Our commitment to you and your clients is to respond quickly, and to be flexible where we can, tailoring solutions to specific needs.
   
   To stay up-to-date, please refer to Equitable Life’s COVID-19 information page. There you will find the latest information for all lines of business. 
   
   As the global situation continues to evolve rapidly, we ask for your patience as our solutions also evolve quickly and accordingly. Rest assured that Equitable Life is unwavering in our support, and we will be here to help you protect what matters most to Canadians.
   
   Ron Beettam, President and CEO
2. [pdf] Ownership Change Form - S&R
3. Banking Changes
4. EquiNet-FAQ-FINAL_fr
5. [pdf] Edelivery policy change FAQ
6. [pdf] Corporately Owned Segregated Funds
7. [pdf] Equitable Life Dynamic US Monthly Income Fund Select
8. Introducing Equitable EZBenefits: A better group benefits solution for your small business clients If you serve small business owners, chances are they’re looking for a group benefits solution that’s affordable, sustainable and easy to manage. That’s why we introduced Equitable EZBenefits™. It’s a unique group benefits solution designed with you and your small business clients in mind.
    
   Options to fit every need
   Available to organizations with between 2 and 25 employees, EZBenefits offers a range of plan design options to match different needs and budgets. * Whether your client owns start-up or a growing company, we’ve got them covered. Plan options include a mix of Life, Health and Dental coverage. ** Clients can also add Long-Term Disability (LTD) coverage or a Health Care Spending Account (HCSA).
    
   Embedded services to support health and wellness
   To provide employees with added support for both their physical and mental wellbeing, all our plan design options include:
   • Anytime, online access to medical professionals through our Virtual Healthcare solution from Dialogue,
   • Access to professional counselors – via the telephone, the web or in-person – through our Employee and Family Assistance Program from Homewood Health®, and
   • Online resources to help manage health, financial and family challenges through Homeweb, Homewood Health’s online wellness portal.
   Extra HR support for your clients
   EZBenefits also comes with built-in HR support through Equitable Life’s partnership with HRdownloads® This takes the heavy lifting out of common human resource tasks with HR support tools and services, including:
   • HR Technology: An award-winning cloud-based human resource information system to provide help from onboarding to offboarding and everything in between.
   • HR Content: Access to a library of over 3,000 HR documents, templates, compliance resources and articles, with 25 free document downloads.
   • HR Training: A free Workplace Diversity and Inclusion online training course.
   • HR Support: One free Live HR Advice call with a seasoned HR expert.
   A streamlined process to optimize your time
   We know that advising small business clients can be challenging. We’ve created a streamlined benefits process that provides rapid quotes, hassle-free plan implementation, simplified renewals and that is easy to administer. That way, you can spend more time advising your clients and building your business – and less time with administrative back and forth.
    
   Pricing stability for long-term stability
   When it comes to attracting and retaining talent, we know your small business clients are competing with larger organizations that have big budgets and lots of resources. That’s why we’ve designed EZBenefits to provide long-term pricing stability for health and dental benefits.
    
   Find out more
   Watch this video to learn how EZBenefits can help you and your clients. You can also visit info.equitable.ca/ezbenefits for more details or to request a quote. If you have questions, contact your Equitable Life Group Account Executive. If you don't have an Equitable Life Group Account Executive, email us at EZBenefits@equitable.ca.
    
   
   * Not available in Quebec.
   ** Dental coverage is not included with the Bronze plan design option.